Sheaff Brock Investment Advisors’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,364
| Closed | -$362K | – | 465 |
|
|
2024
Q1 | $362K | Hold |
1,364
| – | – | 0.02% | 325 |
|
|
2023
Q4 | $237K | Buy |
+1,364
| New | +$237K | 0.02% | 384 |
|
|
2022
Q2 | – | Sell |
-1,785
| Closed | -$339K | – | 501 |
|
|
2022
Q1 | $339K | Buy |
1,785
+385
| +28% | +$73.1K | 0.02% | 339 |
|
|
2021
Q4 | $353K | Sell |
1,400
-48
| -3% | -$12.1K | 0.02% | 335 |
|
|
2021
Q3 | $330K | Buy |
1,448
+200
| +16% | +$45.6K | 0.02% | 343 |
|
|
2021
Q2 | $316K | Buy |
+1,248
| New | +$316K | 0.02% | 351 |
|